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Timothy T
Series 63, Series 65
Hastings, MN
LPL Financial
Timothy Tousignant is a financial advisor with LPL Financial in Hastings, MN, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he is a notary public in the state of Minnesota. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management with access to model portfolios, third-party subadvisors, and research.
Lance W
Series 63
Dundas, MN
LPL Financial
Lance Wagner is a financial advisor with LPL Financial based in Dundas, MN, holding a Series 63 designation and possessing 27 years of industry experience. He has been with LPL Financial and its predecessor firm since 1999. Outside of his advisory role, he is involved in a hunting and guiding service called Fenceline Kennels, where he conducts youth and adult hunting trips and trains hunting dogs during the off-season. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm provides a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.
Amy H
Series 66
Hastings, MN
Edward Jones
Amy Harbort is a financial advisor with Edward Jones, holding a Series 66 designation and 23 years of industry experience. She previously worked for Woodbury Financial Services / Advisor Group for 17 years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Michael R
Series 66
Lakeville, MN
LPL Financial
Michael Rebischke is a financial advisor with LPL Financial in Lakeville, MN, holding a Series 66 designation and 10 years of industry experience. He previously worked at Voya Financial Advisors, Inc. from 2016 to 2021 before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary and third-party research and technology.
Jeremy M
Series 66
Eagan, MN
Thrivent Investment Management
Jeremy Moe is a financial advisor with Thrivent Investment Management in Eagan, MN, holding a Series 66 designation and 17 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning on topics such as retirement, income tax, estate, and business continuation. The firm combines goal-based analyses and a managed-account program while maintaining separate planning and portfolio management services.
Matthew K
CFP®, ChFC®, Series 66
Eagan, MN
LPL Financial
Matthew Kerber is a CFP® and ChFC® with 16 years of experience in the financial services industry. He is currently affiliated with LPL Financial, where he has worked since 2021, and has prior experience with Waddell and Reed, Inc. and various insurance carriers. Outside of advising, Kerber has been involved in managing child care and learning centers under the Next Steps Learning Center name. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, supported by research and model portfolios from its internal and external partners.
Amanda L
Series 66
Apple Valley, MN
LPL Financial
Amanda Lamar is a financial advisor at LPL Financial with three years of industry experience. She holds a Series 66 designation and has held roles at LPL Financial, RE/MAX Results, and White Ivy Events. She also worked at the University of Iowa and was self-employed in event planning prior to her financial services career. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management approaches along with research-driven model portfolios.
Xy J
Series 66
Hastings, MN
LPL Enterprise
Xy Johnson is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, Johnson worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of advisory services, Johnson is involved in providing health insurance products, including Medicare and prescription coverage. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products, leveraging an integrated platform that combines advisory programs with active financial product sales.
Alexander K
CFP®, Series 66
NorthField, MN
Cambridge Investment Research Advisors
Alexander Klinkhammer is a CERTIFIED FINANCIAL PLANNER™ with 12 years of industry experience. He has been with Cambridge Investment Research Advisors since 2017 and previously worked at Hornor Townsend & Kent Inc. He is also an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers proprietary and third-party investment strategies across multiple platforms with both discretionary and non-discretionary options.
Andrea D
Series 66
Lakeville, MN
Edward Jones
Andrea Dowzak is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to her current role, she held positions at Edward Jones dating back to 2021, and has experience working with IGM Gymnastics and TAGS Gymnastics. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of more than 23,000 financial advisors.
Bruce H
CFP®, ChFC®, Series 63
Lakeville, MN
Ameriprise
Bruce Hennen is a CFP® and ChFC® with 31 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Prior to this, he worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he is involved in tax preparation through his ownership of Agate Stone Tax LLC. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, delivered through a centralized consulting team in partnership with individual advisors.
Chad R
Series 63, Series 66
Hastings, MN
LPL Enterprise
Chad Rediske is a financial advisor at LPL Enterprise with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including The Prudential Insurance Company of America, Thrivent Financial, and Primerica. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, third-party asset management, and brokerage services through an integrated platform that combines advisory programs with insurance and lending products.
Mark L
Series 66
Lakeville, MN
Thrivent Investment Management
Mark Larson is a financial advisor with Thrivent Investment Management in Lakeville, MN, holding a Series 66 designation and 18 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Outside of his advisory role, Larson serves as Vice President of the Century Middle School PTO in Lakeville, supporting projects that benefit students and teachers. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based analyses and planning on a range of financial topics, allowing clients to combine planning with managed-account programs while keeping services separate.
Gail N
Series 63, Series 65, Series 66
Lakeville, MN
Thrivent Investment Management
Gail Nieuwsma is a financial advisor with Thrivent Investment Management in Lakeville, MN, holding Series 63, 65, and 66 credentials and 22 years of industry experience. She previously worked at Wells Fargo Bank from 1992 to 2020 before joining Thrivent in 2020. Outside of advising, she owns a rental condo in Ft Myers, Florida. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning across multiple topics. The firm offers planning as either a one-time or ongoing engagement and integrates these services with managed-account programs under a consolidated billing option called “WealthPlan.”
James L
Series 63, Series 66
Lakeville, MN
Fidelity
James Lunde is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 22 years of industry experience. He has been with various Fidelity divisions since 2012, including Fidelity Investments and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and management for registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and is noted for its use of systematic methodologies, formal advisory roles to multiple funds, and integration of AI technologies in its processes.
Kelly C
Series 66
Lakeville, MN
Edward Jones
Kelly Contreras is a Series 66-licensed financial advisor with Edward Jones in Lakeville, MN, and has 12 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets across a nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.
Derek S
CFP®, Series 66
Lakeville, MN
Ameriprise
Derek Steele is a CFP® and Series 66-licensed financial advisor with Ameriprise, based in Lakeville, MN, and has 11 years of industry experience. He has been with Ameriprise since 2015. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.
Jamie L
Series 66
Lakeville, MN
Edward Jones
Jamie Lexvold is a financial advisor at Edward Jones with seven years at the firm and five years of industry experience. He holds a Series 66 designation. Outside of his advisory role, he has worked as an independent contractor shopper for Instacart. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.
Sophia P
Series 66
Lakeville, MN
Thrivent Investment Management
Sophia Pexa is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds a Series 66 designation and has worked in various roles including positions at Thrivent Financial, Starship LLC, and Grand Canyon University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers goal-based, holistic planning and allows clients to combine planning with managed accounts under a consolidated billing option called WealthPlan, while maintaining separate services.
Matthew B
Series 66
Apple Valley, MN
Edward Jones
Matthew Bromelkamp is a financial advisor with Edward Jones in Apple Valley, MN, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at Tavern on France. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.
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